Investment Products

Morguard Lincluden Global Investments manages assets for a variety of institutions including pension funds, insurance companies, foundations, endowments, first nation trusts and long-term health and disability funds.

Institutional

Balanced Products

Balanced funds managed on a discretionary basis will have an equity bias over the long run with a neutral target mix of 60% stocks and 40% bonds. Equities can have a maximum weighting of 70% and a minimum weighting of 45%. Balanced portfolios benefit from the insights of Lincluden’s entire team of investment professionals.

A combination of primarily our focused Canadian dividend (income) equity strategy and our short mid fixed income strategy to provide consistent income and moderate long-term capital appreciation.

Canadian Equity Products

A focused Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.

A focused Canadian dividend (income) equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.

A focused small cap Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.

Foreign Equity Products

A focused Global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.

A focused Canadian and Global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.

Fixed Income Products

Using a value-based approach, Lincluden fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.

Using a value-based approach, Lincluden short mid fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.

Using a value-based approach, Lincluden long duration, fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.

Alternative Investments

Morguard Lincluden’s Real Estate Equity Fund seeks stable income and moderate capital growth through a diversified portfolio of North American real estate investment trusts.

The mandate of the Trust is to accumulate a Canadian portfolio of high-quality real estate assets – then actively manage the portfolio to generate steady, dependable returns for Unitholders, through a stable and increasing cash flow. This offers the potential for long-term capital appreciation.

Mutual Fund

Mutual Fund Products

The investment objective of the Fund is to generate both capital appreciation (growth) and income, while maintaining a relatively low level of risk. To achieve its objectives, the Fund invests in a diverse portfolio of stocks, government and corporate bonds, and short-term instruments such as Government of Canada treasury bills.